After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Ahead of the Game - Meeting evolving client expectations
Expert: Iwan Schafthuizen, MSc Facilitator: Shelley Doorey-Williams
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Client ExperienceConsumer DutyCustomerGoals-based planningWealth Management and Private Banking
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The secret to harnessing both client focus and client centricity for retention and growth.
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
Client Data ManagementCustomerOnboardingTechnologyWealth Management and Private Banking